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When you integrate Insurance Exchange into your firm's annuity operations, the results are smarter insights, faster operations, and better revenue streams.
Bring the future of annuities to your firm with Insurance Exchange.
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The Product Team
Operations Department
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Product Team
With more clients reaching retirement age, your advisors are always looking for ways to deliver protected income and financial security. But burdensome, outdated processes and lack of connectivity between annuities and client portfolios was frustrating advisors and holding them back. Plus, they should be able to have the ability to use data to identify potential opportunities within their client base.
Imagine the future of your firm’s advisors with Insurance Exchange.
With Insurance Exchange, your advisors:
Increase Client Satisfaction
Save Time
Strengthen Their Book of Business
Improve Client Outcomes
Back to Home Office
Now, let's meet your future firm’s compliance department.
Learn about the differences before and after working with Insurance Exchange
Click for After
Limited tracking and monitoring of clients across the full annuity lifespan
Before
Click for Before
Full tracking of client activity across the complete annuity lifecycle for their book of business, including financial activity and reporting
After
Unarmed with accurate reporting due to lack of on-demand data
Real-time data on important contract information like beneficiaries, fees paid, account activity, surrender dates and cost basis
Limited training or tools to help with researching product
Easy access to product training and research tools to successfully identify the appropriate product for clients
Multiple touches required throughout the process
Remove multiple touchpoints with carrier wholesalers, third-party technology systems and even call centers
Burdensome, time-consuming processes for transitioning clients from an existing annuity to a different solution
Simplified solution with built-in compliance rules to help clients seamlessly transition to a new product that meets their current objectives
With Insurance Exchange, your advisors will be able to move faster, act smarter and help clients see the value in annuities.
Slow illustration generation reliant on carrier sales teams
Streamlined sales process with rapid illustration generation tools for faster client presentations of proposed solutions
Unable to download client statements or make in-force changes to the contract without going through the carrier
Able to access contract data and client statements, along with the ability to self-service contracts through the platform without contacting a carrier
From enforcing suitability requirements to providing oversight of advisor recommendations, compliance teams are often bogged down by the challenges and complexities associated with annuities.
Imagine the future of your firm’s compliance department with Insurance Exchange.
With Insurance Exchange, your compliance department:
Strengthens Regulatory Oversight
Gains Richer Insights
Optimizes Record-Keeping
Increases Operational Efficiency
Strengthen Regulatory Oversight
Now, let's meet your future firm’s product management team.
Inefficient and overly complex suitability process for accessing advisor recommendations.
Gain Richer Insights
Increase Operational Efficiency
Optimize Record-Keeping
Opportunity to simplify the suitability review process and improve the data captured prior to manual responses by advisors
Lack of insight into what leads to a client recommendation from an advisor
Remove multiple touchpoints with carrier wholesalers, third-party technology systems and even call centers when making product recommendations and a digital paper trail that's always available
Inability to bifurcate between multiple review queues depending on case complexity.
Reflexive suitability review queue that can direct applications to unique teams depending on the type of application that's being presented (i.e. Cash Trade vs. 1035)
Unorganized delivery, deployment and tracking of training related to annuity products
Product training and real-time licensing appointment checks happen within the platform, limiting the need for the firm to individually manage the materials needed from each carrier
With Insurance Exchange, your compliance department can gain greater efficiencies, minimize headaches, and strengthen their overall compliance framework.
With more clients reaching retirement age, your sales team is always looking for ways to deliver protected income and financial security. But burdensome, outdated processes and lack of connectivity between annuities and client portfolios was frustrating advisors and holding them back. Plus, they should be able to have the ability to use data to identify potential opportunities within their client base. With Insurance Exchange, your advisors will be able to move faster, act smarter and help clients see the value in annuities.
Imagine the future of your firm’s sales team with Insurance Exchange.
Gains Richer Insight
Annuities are increasingly in demand, but often product management teams are overwhelmed with maintaining your firm’s existing annuity offering while also monitoring, analyzing and onboarding new products.
Imagine the future of your product team with Insurance Exchange.
With Insurance Exchange, your product team:
Makes Smarter Decisions
Now, let's meet your future firm’s operations department.
Time and labor intensive process of monitoring existing roster of annuity products
Make Smarter Decisions
Ongoing management and due diligence all happens within a single platform with the ability to approve product changes and vet new products
Lack of integrated insight and analysis into existing annuity sales and usage among the firm’s advisors, as well as new products for evaluation
Can easily analyze key sales trends, advisor behavior and product usage to help shape future product offerings and optimize the shelf life of products available
Difficult to track advisor licensing, appointment and training on existing annuities or new product offerings
Easily track all advisor training statuses in one dashboard, and gain the ability to immediately check state specific licensing and appointment status so the home-office doesn't have to
With Insurance Exchange, your team can gain a new way to assess and evaluate annuities — enabling your firm to better manage your product offering and meet the needs of your clients.
Slow and paper-intensive documentation of advisor annuity recommendations
With advisors using smart search and filter tools, the platform will only display products that are deemed reasonable for each client
Easy access to the analytics and comparisons advisors used when making product recommendations and a digital paper trail that's always available
Inefficient and unstructured suitability process for assessing advisor recommendations
Data-rich dashboards that help facilitate suitability and allow for easier monitoring of advisor activities across the firm
From enforcing suitability requirements to providing oversight of advisor recommendations, compliance teams are often bogged down by the challenges and complexities associated with annuities. With Insurance Exchange, your compliance department can gain greater efficiencies, minimize headaches, and strengthen their overall compliance framework.
With Insurance Exchange, your operations department can find new ways to improve accuracy and reduce processing times.
Imagine the future of your operations department with Insurance Exchange.
With Insurance Exchange, your operations department:
Improves Accuracy
Reduces Processing Times
Increases Efficiency
Improve Accuracy
Now, let’s visit the C-suite to see how they are shaping the future of your firm.
Lost time and productivity through NIGOs
Reduce Processing Times
Increase Efficiency
Able to reduce the NIGO rate to under 1% thanks to application pre-fills and real-time licensing and appointment checks
Slow, paperwork-heavy process to open a new annuity
Efficient, digital workflow for exchanges
Stuck managing multiple systems, AOE partners, product comparison tools and more
A platform that's fully connected to the annuity ecosystem and includes many of the tools firms and their advisors rely on like product comparisons, rates, and order-entry systems
Your firm’s operations department thrives on efficiency. But when it comes to annuities, processes are often highly manual, paper-intensive and leave room for errors and slow processing times.
Product changes require many resources and are managed on a carrier-by-carrier basis
All product updates — including feature changes or rate updates — automatically happen within the platform and are pushed to the firm
Can easily analyze key sales trends, advisor behavior and product usage to help shape future product offerings and optimize the shelf of products available
Now, let's meet your future firm’s operational department.
Annuities are increasingly in demand, but often product management teams are overwhelmed with maintaining your firm’s existing annuity offering while also monitoring, analyzing and onboarding new products. With Insurance Exchange, your team can gain a new way to assess and evaluate annuities — enabling your firm to better manage your product offering and meet the needs of your clients.
Your firm prides itself on creating a world-class wealth management experience for clients. But when it comes to annuities, you may be leaving time and money on the table.
Imagine the future of your broker dealer with Insurance Exchange.
With Insurance Exchange, your broker dealer:
Improves Its Bottom Line
Increases Advisor Retention
Improves Operational Efficiency
Gains Valuable Insights
Improve Its Bottom Line
Increase Advisor Retention
Improve Operational Efficiency
Gain Valuable Insights
Increased compliance risk due to lack of digital documentation, manual processes and limited insight into client portfolios and recommendations
Access to a more comprehensive digital paper trail, a standardized annuity workflow and expanded insight into client portfolios and recommendations
Inefficient use of budget and resourcing to manage disconnected technology that supports the lifecycle of annuity.
Reduce cost and OPEX by consolidating annuity technology resourcing expenses to a single partner, Insurance Exchange
Limited ability to capitalize on opportunities due to lack of integrated analysis and data insight related to annuities
Targeted opportunities and optimized offerings through on-demand insights to aid product strategies, recommendations and monitoring
Hampered productivity and inefficient workflows from NIGOs, to illustration generation, to suitability requirements
Enhanced productivity with digitized workflows and insights that minimize errors, risk and headaches across the firm’s annuity operations
Lost revenue by advisors avoiding annuities due to burdensome and manual processes and paperwork
Increased revenue and client retention through advisors being more readily able to offer annuities as a solution in client portfolios
Now, let's meet your future firm’s sales team.
With Insurance Exchange, your firm can see growth increases in everything from employee and advisor satisfaction to organizational efficiency, to your bottom-line revenue.
